SMSF Documents & SMSF Academy Melbourne

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CPD TRAINING
Grow your SMSF knowledge with our comprehensive online learning platform, via events, courses and webinars.

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SMSF DOCUMENTS
The most in-depth range of legal, pension & compliance documents available, integrated with your SMSF software

SMSF Documents List

PACKAGES
Enjoy all the benefits of our subscription packages for you and your team, saving you time and money, leveraging what the best practitioners use.

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smart

Aaron Dunn

CEO & Co-founder
Smarter SMSF

We believe that

people stick together

Crosscorp Business Advisors

smarter

than your average

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Over 15+ CPD hours delivered live each calendar year, including four quarterly updates, SMSF tax planning and much more.

Live webinar training

Access to webinar recordings

Over 60 hours of accredited CPD training is available to watch on the Smarter SMSF platform at anytime and on any device

Face to face / virtual events

Smarter SMSF runs events throughout the year including its annual SMSF day, along with a range of specialist masterclass events.

Multiple subscription options

Available for single user or for a business (up to 5 staff) to access quarterly updates or all webinar events throughout the year.

Track your CPD

All training completed via the Smarter SMSF platform is awarded a CPD certificate and collates your hours through your user profile.

SMSF Accredited Educator

Smarter SMSF is an accredited educator with the SMSF Association, recognised as an educators that sets us apart from other providers SMSF sector.

"As a member, I Iove that we have access to what going on with super legislation (with the webinar updates) and the ability to watch these at anytime via the Smarter SMSF platform. It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion"

Ati Ardian

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SMSF document provider

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choice as

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Create from more than 60+ legal, pension and compliance documents that are regularly reviewed by our SMSF specialist team and maintained with the current super & tax laws.

Best practice SMSF documents

Key integrations

Save time with our seamless integrations with both Simple Fund 360 and Class. Our 2 way integration allows you to pull data to complete orders, plus use the one-click setup for new SMSFs and company incorporations (CAS 360).

Delivered instantly

Don't waste time using your own templates and relying on others to create for you. Access your generated documents within minutes of them being submitted, saving you time and focusing on what you do best.

Built & owned by us

All SMSF documents are built by, owned and maintained by Smarter SMSF. This ensures that there will be no change to your provider as our team of specialists and members collaborate to build best-of-breed documents.

Access to legal support

Smarter SMSF provides legal support through our partnership with Hill Legal, giving you the confidence that our documents are backed with the help that you may need.

Multiple subscription options

Save money by choosing a subscription that suits the size of your business. Create from 25 documents p.a, which is available as either a monthly or annual subscription.

"As a small firm it is great having access to training, documents & support when needed to deliver a high level of service to our clients. The response time is incredible and the BGL integration to create these documentation for our clients is invaluable, saving us significant time."

Kylie Anderson

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SMSF foundations course

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GROW YOUR SMSF KNOWLEDGE

A fully responsive accredited online SMSF course built for practitioners to help you understand the core requirements of self-managed super funds. The course is currently made up of 7 modules and provides 21 CPD hours upon successful completion.

"We've had a bunch of new staff come through this year and the content has been phenomenal for them. It feels like they've gained a month compared to using other courses."

Doug Ballard